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Summit Wealth Group
TULSA, OK
CRD: 166118
In network coverage since September 3, 2026 · 3 stories
$182MRegulatory AUMSEC Form ADV · Oct 10
8EmployeesForm ADV
1Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 5 – Oct 10
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Scott Hardy
Oct 9 · from Commonwealth Financial Network
Departures
None tracked.
Deal recordFull tracker →
Network coverage
Features
Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million
The Hardy team's departure is listed as a breakaway, not a block trade.